CXL Is the Next HBM: How Samsung Is Opening the Era of Shared Memory
When we talk about memory in the AI era, the first thing that usually comes to mind is…
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Samsung Bets on Silicon Photonics: Can 2027 Become the Turning Point Against TSMC?
SpotPulse SpotSamsung has declared silicon photonics its core breakthrough strategy and is accelerating efforts to commercialize CPO technologies…
Read MoreQuantum Leap: Japan’s Ozeki Firms Revolutionize Quantum Computing
Major Japanese corporations are investing in quantum computing, similar to Yokozuna, the highest rank in Japanese sumo. Meanwhile,…
Read MoreHow Memory Technologies, Quantum-Hybrid Systems, and Sustainability Are Shaping the Future of AI Semiconductors
As the global AI semiconductor market races toward a projected over $1.5 trillion valuation by 2030, three interwoven…
Read MoreChina’s Semiconductor Pivot — From Self-Reliance to Competitiveness
Spot China’s semiconductor industry is entering a decisive transition — from a phase focused on self-reliance to one…
Read More2026 Physical AI Outlook: From Demonstration Technology to Operational Infrastructure
Reflecting on 2025: Why Physical AI Will Be Judged by Operational Capability, Not Technology, in 2026 The year…
Read More2026 Global Mobility Outlook: Structural Shifts, Operating-System Competition, and the New Geoeconomics of EVs
Reflecting on 2025 and Identifying the Four Structural Forces That Will Shape Global Mobility in 2026 For much…
Read More2026 Global AI Semiconductor Outlook: Structural Shifts, Strategic Risks, and the New Geography of Compute
AIS Year-End Outlook Series: AI Semiconductors in 2026 and Beyond Every year, AIS conducts an integrated, cross-sector assessment…
Read MoreTesla’s AI5–AI6 Strategy Signals a New Era of Physical AI Chips
Spot & Pulse SpotTesla’s AI5–AI6 announcement signals the full emergence of the “Physical AI Chip Era,” expanding beyond…
Read MoreSaudi Arabia’s Multi-GW AI Factory Plan: How HUMAIN and DataVolt Are Building a National Compute Backbone
Just a few years ago, Saudi Arabia’s digital footprint was mostly defined by its smart-city dreams in NEOM…
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